DoLand vs SS&C Family Office Services
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SS&C Family Office Services
Category
Consolidated Reporting
SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.
Read moreCompany
Employees
- 0-10
Founded
- 2017
Top 5 Markets
- Denmark,
- Luxembourg,
- Sweden,
- Netherlands,
- Switzerland
Ownership
- Key staff also have ownership,
- External investors (neither clients nor staff)
- 500+
- $4.6 million
- 1986
-
- United States of America
- Windsor
- Hong Kong
- Dubai
- Singapore
- States of America
- United Kingdom
- Canada
- Ireland
- Hong Kong
- $2.6 trillion
- $1.2 billion
Client
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs), Fund managers,
- Banks,
- Endowments,
- Foundations,
- Funds of funds
- Single-family offices
- Individual wealth owners
- Multi-family offices
- 18,000
Product
Main Tasks
- Data Aggregation,
- Impact & ESG,
- Portfolio & Cost Analysis
Top features
- Ability to Whitelabel,
- Custom Reports,
- Sustainability,
- Transparency
Assets supported
- Cash & Equivalents,
- Developed Markets,
- Developing Markets,
- Equities,
- Fixed Income,
- Private Equity Funds,
- Private Equity & Direct Investments
Whitelabel
- Yes
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
- Fully integrated, multi-currency portfolio management
- Integrated reporting for multi-tiered ownership structures
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
-
Yes
Technology
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
- SaaS
- Serviced software
-
- Microsoft
- SAP
- Java
- Adobe
-
No